Business Owners

Tired of:

* April 15th tax planning not enough?

* Wondering if "There's a Better Way"?

* Will the sale of my business cover retirement?

* How can I make money with my money?

* What other alternatives are there?

bank notes, dollar, us dollars-941246.jpg

BE PROACTIVE WITH YOUR:

TAXES

CASHFLOW

REAL ESTATE

RETIREMENT

coins, currency, investment-948603.jpg

Case Studies

RETIREMENT PLAN  –  WHAT I DID

A business owner had a good year with a higher income and wanted to reduce his taxes. I set up a profit-sharing plan that created a $67,000 tax deduction. The owner and his family member employees received most of the money because of the employer/ employee makeup. Net tax savings was about $15,000.

TAX SAVINGS – WHAT I DID

A business owner had a truck worth about $27,000 that wasn’t deducted on his tax return. The prior accountant didn’t see the purchase because he bought it before he started his business. He also used his property to operate his business from but rent and building deprecation weren’t deducted either. So, I amended his prior year’s tax return resulting in tax savings of about $12,000.

INVESTMENTS – WHAT I DID

A lady business owner had an investment portfolio that she didn’t understand, had high advisor fees and the advisor never spoke to her after signup. So, we discussed her goals and changed her investments. Now she understands them, we speak a few times a year and my reduced fee will save her over $10,000 over the next seven years.

Still Want to Learn More

Get Weekly Financial & Retirement Planning Educational Material Here

Thank You & Congratulations

Glad to see you took action on behalf of your finances !!!

We will add you to our subscription list and provide you with strategic & educational financial content.

If you have any questions please feel free to contact us.

Ken Gibbons, CPA & CPFA